Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$11.8B |
| 2 |
Amazon
AMZN
|
+$7.89B |
| 3 |
Merck
MRK
|
+$7.59B |
| 4 |
Boeing
BA
|
+$6.98B |
| 5 |
Microsoft
MSFT
|
+$6.31B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
DTE Energy
DTE
$28.5B
| $335M | 0.11% |
+5,875,000
| New | +$346M |
|
|
HOLX
177
DELISTED
Hologic
HOLX
| $332M | 0.11% |
+17,197,000
| New | +$359M |
|
178
KeyCorp
KEY
$24.3B
| $331M | 0.11% |
+29,990,000
| New | +$308M |
|
179
Oshkosh
OSK
$9.59B
| $328M | 0.11% |
+8,648,000
| New | +$332M |
|
180
Emerson Electric
EMR
$88.5B
| $328M | 0.11% |
+6,015,000
| New | +$338M |
|
181
Elevance Health
ELV
$86.2B
| $327M | 0.11% |
+4,000,000
| New | +$299M |
|
|
MRSH
182
Marsh
MRSH
$91B
| $317M | 0.1% |
+7,934,000
| New | +$310M |
|
|
LNKD
183
DELISTED
LinkedIn Corporation
LNKD
| $315M | 0.1% |
+1,767,000
| New | +$313M |
|
|
KRFT
184
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $310M | 0.1% |
+5,543,167
| New | +$297M |
|
185
M&T Bank
MTB
$36.3B
| $308M | 0.1% |
+2,757,500
| New | +$284M |
|
186
Oil States International
OIS
$534M
| $305M | 0.1% |
+5,754,000
| New | +$294M |
|
187
Dominion Energy
D
$59.1B
| $301M | 0.1% |
+5,300,000
| New | +$310M |
|
188
W.W. Grainger
GWW
$61.1B
| $296M | 0.1% |
+1,175,500
| New | +$291M |
|
|
CB
189
DELISTED
CHUBB CORPORATION
CB
| $296M | 0.1% |
+3,500,000
| New | +$306M |
|
190
Simon Property Group
SPG
$71.5B
| $296M | 0.1% |
+1,993,125
| New | +$320M |
|
191
MGM Resorts International
MGM
$10.9B
| $296M | 0.1% |
+20,000,000
| New | +$283M |
|
192
Ovintiv
OVV
$17.6B
| $294M | 0.1% |
+3,480,000
| New | +$322M |
|
|
SVC
193
Service Properties Trust
SVC
$1.05B
| $294M | 0.1% |
+2,252,461
| New | +$317M |
|
194
The Mosaic Company
MOS
$7.46B
| $289M | 0.09% |
+5,375,000
| New | +$320M |
|
195
Wynn Resorts
WYNN
$10.6B
| $286M | 0.09% |
+2,235,200
| New | +$298M |
|
|
PCYC
196
DELISTED
PHARMACYCLICS INC
PCYC
| $283M | 0.09% |
+3,557,500
| New | +$291M |
|
197
Cleveland-Cliffs
CLF
$7.13B
| $282M | 0.09% |
+17,331,000
| New | +$332M |
|
198
CVS Health
CVS
$122B
| $276M | 0.09% |
+4,819,000
| New | +$279M |
|
|
VIAB
199
DELISTED
Viacom Inc. Class B
VIAB
| $272M | 0.09% |
+3,992,000
| New | +$266M |
|
200
Oracle
ORCL
$435B
| $270M | 0.09% |
+8,798,591
| New | +$292M |
|
Similar funds
Capital World Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Home Depot: 157,251,030 shares worth $12.2B.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.
- Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
- Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
- Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.
Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.